I am over here drinking a hot hot cup of extra dark roast (the darkest roast the earth could offer me), listening to WQXR- Classical FM, perusing the recent winners and one sector stuck out like a sore thumb. It wasn’t your faggotry in the lithium ion space, or my very manly (indeud) plays on FIZZ, OLED or even XIV. It was the god damned agricultural chem space, a sector that has been bedraggled by obtuse losses for the better part of the past decade.
Gone are the sweet, harmonious, days of the $100 tomato.
Or is it?
According to the metrics vested in me, I spied magnanimous gains, both expressly enjoyed and retained, in UAN, CF, IPI and even AGU and POT.
This prompted me to take immediate action, without even thinking about the untoward consequences of my impulsive behavior. I logged into my brokerage account and purchased UAN, the very lowest of the low on a very ugly totem pole. Immediately thereafter, I felt a sense of relief, as if I had done my duty. Ergo, this emergency has been justly explained and you’re all informed.
Take a brief look at the numbers for UAN, perhaps there’s a cyclical change happening now. Look at that revenue growth.
Good day to you.
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RGR = MAGA
Guns are retarded. You will be fleeced.
Long some $FIZZ with you. With call options… as any real degenerate would.
Now write a letter to the PEP board demanding they acquire La Croix.
I’m a $PEP shareholder… They will listen to me.
Separately, the only authority on M&A around here is Chuck 😉
Are you listening to Qxr on an actual fm radio, or ham sandwich uplink?
$CF is a double within 2-3 years, easily; this is the last year of meaningful nitrogen capacity additions and from then on, demand grows faster than supply….will be bumps, but upcycle likely starts next yr / 2019 and these companies, esp the natty gas feedstock ones like CF, will be minting money….near-term price spike helps, but this sector is going to be white hot for a while. Buy now, but this is a sector you want to keep adding on any weakness from here forward imo. If I had a two stock portfolio, I’d be buying CF and UAN as my only two holdings….hard to lose money, and upside is likely 100%+ long term. CF easily will throw off $3/shr in free cash flow within two yrs, likely more….
Can’t fool me.
I recall you drinking Dunkin’ Donuts and listening to Red Hot Chili Peppers.
Another good day on the markets for me, with my
naked shorts of VXX call options with huge premiums.
I must admit I got a bit lucky, with a 7.1 earthquake
near Mexico City, another cat 5 hurricane hitting
Puerto Rico, the Trumpster threatening to DESTROY
North Korea, and another hundred billion approved
for Mideast wars.
Maybe later in the week Rocket Man will drop the
Big One on Seoul killing 20 million, and the quakes
will spread to California, running the DJI up to 35,000
and taking the vix down to six.
That’s Rigged Game’s new motto” “Vix down to Six”.
I like that motto.